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BG Investment Services’s Fidelity Total Bond ETF FBND Stock Holding History

BG Investment Services’s Portfolio FBND Stock Details FBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21.4M Buy
468,984
+58,073
+14% +$2.68M 17.76% 1
2025
Q4 		$18.9M Buy
410,911
+67,572
+20% +$3.14M 16.86% 1
2025
Q3 		$15.9M Buy
343,339
+102,975
+43% +$4.73M 15.66% 1
2025
Q2 		$11.1M Sell
240,364
-45,567
-16% -$2.06M 13.93% 2
2025
Q1 		$13M Sell
285,931
-827
-0.3% -$37.5K 14.06% 2
2024
Q4 		$12.9M Buy
+286,758
New +$13.1M 12.96% 2

Other funds holding FBND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BG Investment Services's FBND Position: Q1 2026 in Review

BG Investment Services increased its Fidelity Total Bond ETF (FBND) stake by 14% in Q1 2026, buying an estimated $2.68M and bringing the position to 468,984 shares worth $21.4M. The position accounts for 17.76% of the portfolio, ranked #1.

BG Investment Services first reported a position in FBND in Q4 2024 and has held it in 6 quarters since. 751 funds tracked by Wall St. Rank hold FBND as of Q1 2026.

  • BG Investment Services held 468,984 shares of Fidelity Total Bond ETF worth $21.4M as of Q1 2026.
  • BG Investment Services bought 58,073 Fidelity Total Bond ETF shares in Q1 2026, an estimated $2.68M.
  • Fidelity Total Bond ETF made up 17.76% of BG Investment Services's portfolio in Q1 2026, its #1 holding.
  • BG Investment Services first reported a position in Fidelity Total Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 751 funds tracked by Wall St. Rank held Fidelity Total Bond ETF as of Q1 2026.

Based on BG Investment Services's 13F filing for Q1 2026, filed 8 May 2026.